All Press Releases for April 15, 2014

Locust Capital Opens West Coast Operations in Carmel-by-the-Sea

Locust Capital, a Philadelphia based Registered Investment Advisory firm, announces the opening of its West Coast Operation in Carmel-by-the-Sea, California. Office to be headed by Robert Ballarini, newly appointed Head of California operations.

    PHILADELPHIA, PA, April 15, 2014 /24-7PressRelease/ -- Locust Capital Management is thrilled to announce the opening of its first West Coast office in Carmel-by-the-Sea, California. The Carmel office will be headed by Robert Ballarini, newly appointed Director of California Operations for Locust Capital.

Mr. Ballarini has both a corporate and legal background with such multinational corporations as Henkel and Franklin Mint and international general practice law firms, as Dechert LLP and Drinker Biddle & Reath LLP, where he worked as a translator and patent agent. Bob is admitted to the United States Patent Bar and has worked in corporate patent procurement and intellectual property due diligence for over 19 years.

A Philadelphia native, Bob is a graduate of Villanova University with a BA in modern languages and a minor in chemistry, and has also studied abroad at the Paris-Lodron Universitat in Salzburg, Austria and at the Universita degli Studi in Venice, Italy. Bob is fluent in Italian, German, and French.

After settling in California with his wife and son three years ago, Bob has become active in the community as a member of such organizations as the Monterey Bay Aquarium, Carmel-by-the-Sea Kiwanis, Carmel River Dads and Rotary Club of Carmel Valley.

Bob enjoys spending time with his family, travel, learning foreign languages, photography, cooking, oenology, surfing and cycling.

For details on the firm and the Carmel-by-the-Sea office, visit our website,

Locust Capital Management provides customized investment advisory solutions to individuals, families and corporations. The Advisors at Locust Capital Management are able to eliminate the complexities of managing wealth for their clients. Locust Capital will work with each client to develop a tailored investment policy to address client specific needs and requirements.

Locust Capital clients' portfolios are customized in a tax efficient manner using multiple asset classes and a "best of the breed" manager selection. Our open architecture platform allows us to provide independent and objective recommendations based on your financial needs and goals. By integrating the various financial needs such as wealth management, taxes, estate and wealth transfer, asset protection, insurance needs, and philanthropic planning, Locust Capital creates a comprehensive and well-orchestrated plan. Our client reports are comprehensive and easy to follow, allowing our clients to view their entire investment portfolio in a single, consolidated report. Strong customer service is the cornerstone to our success. Our clients can expect world class service and immediate access to one of our senior advisors. Please visit

Locust Capital, which is regulated by the SEC, takes a fiduciary role in managing client portfolios.

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Contact Information

William Case
Locust Capital Management
Philadephia, PA
United States
Voice: 215-735-9530
E-Mail: Email Us Here
Website: Visit Our Website
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